Zullo Investment Group’s iShares US Technology ETF IYW Stock Holding History

Zullo Investment Group’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$257K	Buy	+1,017	New	+$234K	0.09%	134
2026 Q1	–	Sell	-1,017	Closed	-$203K	–	162
2025 Q4	$203K	Buy	+1,017	New	+$203K	0.07%	150
2023 Q1	–	Sell	-1,010	Closed	-$75.2K	–	438
2022 Q4	$75.2K	Buy	1,010 +4	+0.4%	+$306	0.05%	227
2022 Q3	$74K	Sell	1,006 -1	-0.1%	-$85	0.05%	224
2022 Q2	$80K	Sell	1,007 -698	-41%	-$61.8K	0.05%	226
2022 Q1	$176K	Buy	1,705 +1	+0.1%	+$102	0.09%	166
2021 Q4	$196K	Buy	+1,704	New	+$189K	0.1%	160

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Zullo Investment Group's IYW Position: Q2 2026 in Review

Zullo Investment Group opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,017 shares worth $257K. The stake represents 0.09% of the portfolio and ranks #134 among its holdings. This is a return to the name: Zullo Investment Group previously reported a position in IYW as recently as Q4 2025.

Zullo Investment Group first reported a position in IYW in Q4 2021 and has held it in 7 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Zullo Investment Group held 1,017 shares of iShares US Technology ETF worth $257K as of Q2 2026.
iShares US Technology ETF was a new Zullo Investment Group position in Q2 2026.
iShares US Technology ETF made up 0.09% of Zullo Investment Group's portfolio in Q2 2026, its #134 holding.
Zullo Investment Group first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 7 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.